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Dropbox

422 hedge funds and large institutions have $4.93B invested in Dropbox in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 141 increasing their positions, 153 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.35% more ownership

Funds ownership: 81.06%82.41% (+1.4%)

2% less capital invested

Capital invested by funds: $5.04B → $4.93B (-$106M)

8% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 153

6% less funds holding

Funds holding: 448422 (-26)

21% less call options, than puts

Call options by funds: $56.5M | Put options by funds: $71.6M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

32% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 68

Holders
422
Holders Change
-26
Holders Change %
-5.8%
% of All Funds
6.73%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
46
Increased
141
Reduced
153
Closed
68
Calls
$56.5M
Puts
$71.6M
Net Calls
-$15.1M
Net Calls Change
-$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
401
Creative Financial Designs
Indiana
$1.08K
WT
402
Washington Trust
Rhode Island
$1.08K
HNB
403
Huntington National Bank
Ohio
$1.08K +$351 +16 +47%
CIA
404
Cape Investment Advisory
Georgia
$1.08K +$1.1K +50 New
SIS
405
Strategic Investment Solutions
Illinois
$1.08K +$1.1K +50 New
BHWM
406
Bay Harbor Wealth Management
Maryland
$1.06K
ADL
407
Asset Dedication LLC
California
$1K +$680 +31 New
BAM
408
Baldrige Asset Management
Pennsylvania
$1K +$899 +41 New
DI
409
Disciplined Investments
Oklahoma
$908 -$44 -2 -5%
AF
410
Advisornet Financial
Minnesota
$584 -$768 -35 -56%
SIC
411
SJS Investment Consulting
Ohio
$584 -$329 -15 -36%
BIA
412
Bell Investment Advisors
California
$541 -$197 -9 -26%
MCM
413
MV Capital Management
Maryland
$541
CWC
414
Carolinas Wealth Consulting
North Carolina
$454 -$1.01K -46 -69%
MIA
415
Milestone Investment Advisors
Wisconsin
$433 +$439 +20 New
OIA
416
Optimum Investment Advisors
Illinois
$432
NMG
417
New Millennium Group
Utah
$389
Commonwealth Equity Services
418
Commonwealth Equity Services
Massachusetts
$316 -$48.7K -2,222 -13%
TWD
419
True Wealth Design
Ohio
$195
CSPIA
420
Cary Street Partners Investment Advisory
Virginia
$86 +$88 +4 New
WWM
421
Wolff Wiese Magana
California
$44
GF
422
Greenhouse Funds
Maryland
-$26.1M -1,167,026 Closed
N
423
Natixis
France
-$8.71M -389,400 Closed
IMA
424
Investment Management Associates
Colorado
-$8.61M -384,599 Closed
Walleye Trading
425
Walleye Trading
New York
-$7.79M -354,973 Closed